Position in SHEL
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$279
-$150 QoQ
Shares Held
3
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026Financial Gravity Asset Management, Inc. holds $1,980,647 across 8 Oil & Gas Integrated names. SHEL ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
5,972 | $1,013,209 | |
| 2 | CVX |
Chevron Corp
|
3,774 | $780,840 | |
| 3 | BP |
Bp PLC
|
3,703 | $174,041 | |
| 4 | PBR |
Petrobras - Petroleo Brasileiro SA
|
513 | $10,644 | |
| 5 | YPF |
Ypf Sociedad Anonima
|
21 | $970 | |
| 6 | IMO |
Imperial Oil Ltd
|
3 | $392 | |
| 7 | SHEL |
Shell plc
This page
|
3 | $279 | |
| 8 | TTE |
TotalEnergies SE
|
3 | $272 |
All Filings in SHEL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $279 | 3 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $429 | 6 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $879 | 12 | Shares | Sole | 2025-04-30 | |
| 2024-03-31 | $3,016 | 45 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $3,092 | 47 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $3,728 | 58 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $3,622 | 60 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $28 | 58 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,246 | 57 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,488 | 50 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||